Number of Shares
15,779.00
Current Holdings Value*
$4.09 Mil
% of Portfolio
0.68%
Total Estimate Gain
$1.58 Mil
% of Total Estimate Gain
38.76%

Legacy Financial Advisors, Inc.'s Tesla Inc Holding Summary

As of 2025-03-31, Legacy Financial Advisors, Inc. held 15,779.00 shares of Tesla Inc(TSLA), totaling $4.09 Mil. This investment constitutes 0.68% of their stock portfolio, and Legacy Financial Advisors, Inc. now holds 0% of the outstanding Tesla Inc(TSLA) stock.

The initial trade took place in 2018Q2. And since then Legacy Financial Advisors, Inc. has made 14 purchases of TSLA, at an average price of $206.05, for a total of 19,754.00 shares. In addition, there have been 5 sales at an average price of $201.10 for 3,975.00 shares. Based on historical transaction data and TSLA's current price of $307.27, Legacy Financial Advisors, Inc.'s estimated gain on his TSLA holdings is $1.58 Mil, reflecting a 38.76% gain to date.

Legacy Financial Advisors, Inc. TSLA ($307.27) Holding Chart

Legacy Financial Advisors, Inc. TSLA ($307.27) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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